See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,345 | $132,239+11.4% | $105,722+39.4% | $273,961-46.2% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 4.09% | 10.07%-6.0pp | 12.25%-8.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $11,538 | $4,867+137.1% | $4,079+182.9% | $4,869+137.0% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,354 | $12,032+27.6% | $8,308+84.8% | $10,132+51.5% |